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Tom B

CFP®, Series 66

Leawood, KS

Kavar Capital Partners

Tom Boling is a CFP® with 22 years of industry experience and currently serves at Kavar Capital Partners. He has been with the Kavar Capital Partners organization since 2013, including its predecessor entity, and holds a Series 66 license. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio management, utilizing both fundamental and technical analysis across various asset classes and employs a range of investment strategies tailored to client needs.

Options & derivatives strategies Private / alternative investments Wealth management
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John N

Series 65

Leawood, KS

Kavar Capital Partners

John Nagle is a Series 65-licensed financial advisor with 15 years of industry experience. He has been with Kavar Capital Partners since 2014 and currently works at Kavar Capital Partners Group, LLC as part of a four-advisor team. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio management using a range of investment strategies and vehicles, including equities, fixed income, mutual funds, ETFs, structured products, and options.

Options & derivatives strategies Private / alternative investments Wealth management
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Douglas C

Series 63, Series 65

Leawood, KS

Kavar Capital Partners

Douglas Ciocca is a financial advisor at Kavar Capital Partners with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kavar Capital Partners and its predecessor entities since 2011. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm combines financial planning with portfolio management using both fundamental and technical analysis across a broad range of investment products and strategies.

Options & derivatives strategies Private / alternative investments Wealth management
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Jack F

CFP®, Series 65

Leawood, KS

Kavar Capital Partners

Jack Faerber is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Kavar Capital Partners Group, LLC and previously worked at Creative Planning, the University of Missouri - Kansas, and Transystems. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm integrates financial planning with portfolio implementation, employing both fundamental and technical analysis across a wide range of investment vehicles, and manages over $1.34 billion with a four-advisor team.

Options & derivatives strategies Private / alternative investments Wealth management
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